+6.1%
CMCSA vs APO
+945.2%
-939.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -4.9% | -3.5% | -1.4% | -4.0% |
| 30D | -1.1% | -6.6% | +5.5% | +0.7% |
| 3M | +6.6% | -3.3% | +9.8% | +7.1% |
| 6M | -15.5% | +22.6% | -38.1% | -20.7% |
| YTD | -6.7% | -9.8% | +3.1% | -5.5% |
| 1Y | -15.6% | -3.9% | -11.7% | -16.3% |
| 3Y | -33.7% | +52.5% | -86.2% | -44.3% |
| 5Y | -46.6% | +134.0% | -180.6% | -62.0% |
| All | +6.1% | +945.2% | -939.2% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling